Civic Intelligence

L & N Andreas Foundation

990PF • Fiscal year 2018 • EIN 36-3382956

Dec 01, 2017 to Nov 30, 2018 • Filed on Apr 02, 2019

Organization Profile
PO Box 3584 Andreas OfficeMankato, MN 56002-3584

(507) 345-1233

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

1st percentile

-0.01x

Higher debt load relative to revenue than 1% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

14th percentile

-11%

Higher net margin than 14% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

34th percentile

-0.8%

Faster asset growth than 34% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-0.1%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$30,956,392

Down $247,155 (-0.8%) from 2017

Net Assets

Down

$30,975,246

Down $248,100 (-0.8%) from 2017

Liabilities

Up

-$18,854

Up $945 (+4.8%) from 2017

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin14th percentile

Revenue

Down

$2,215,629

Down $1,896 (-0.1%) from 2017

Expenses

Down

$2,463,729

Down $217,872 (-8.1%) from 2017

Net Income

Up

-$248,100

Up $215,976 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0-$10MAssets 2010: $30,514,527Liabilities 2010: $19,044Net Assets 2010: $30,495,4832010Assets 2011: $30,849,035Liabilities 2011: $2,701Net Assets 2011: $30,846,3342011Assets 2013: $31,938,401Liabilities 2013: $18,742Net Assets 2013: $31,919,6592013Assets 2014: $32,298,370Liabilities 2014: -$3,955Net Assets 2014: $32,302,3252014Assets 2015: $31,690,462Liabilities 2015: $23,732Net Assets 2015: $31,666,7302015Assets 2016: $31,682,801Liabilities 2016: -$4,621Net Assets 2016: $31,687,4222016Assets 2017: $31,203,547Liabilities 2017: -$19,799Net Assets 2017: $31,223,3462017Assets 2018: $30,956,392Liabilities 2018: -$18,854Net Assets 2018: $30,975,2462018Assets 2019: $33,117,427Liabilities 2019: -$5,474Net Assets 2019: $33,122,9012019Assets 2020: $33,092,311Liabilities 2020: $37,967Net Assets 2020: $33,054,3442020Assets 2021: $33,212,180Liabilities 2021: $1,913Net Assets 2021: $33,210,2672021Assets 2022: $33,251,783Liabilities 2022: $7,277Net Assets 2022: $33,244,5062022Assets 2023: $32,695,350Liabilities 2023: $8,458Net Assets 2023: $32,686,8922023Assets 2024: $32,723,835Liabilities 2024: $49,922Net Assets 2024: $32,673,9132024Assets 2025: $34,757,537Liabilities 2025: $140,610Net Assets 2025: $34,616,9272025

Highlighted filing

2018

Assets$30,956,392
Liabilities-$18,854
Net Assets$30,975,246
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,420,8262010Expenses 2011: $2,183,7732011Expenses 2013: $2,086,2592013Revenue 2014: $2,155,525Expenses 2014: $1,772,859Net Income 2014: $382,6662014Revenue 2015: $1,672,262Expenses 2015: $2,307,857Net Income 2015: -$635,5952015Revenue 2016: $2,669,546Expenses 2016: $2,648,854Net Income 2016: $20,6922016Revenue 2017: $2,217,525Expenses 2017: $2,681,601Net Income 2017: -$464,0762017Revenue 2018: $2,215,629Expenses 2018: $2,463,729Net Income 2018: -$248,1002018Revenue 2019: $3,851,295Expenses 2019: $4,282,875Net Income 2019: -$431,5802019Revenue 2020: $2,543,634Expenses 2020: $2,612,191Net Income 2020: -$68,5572020Revenue 2021: $2,578,648Expenses 2021: $2,422,725Net Income 2021: $155,9232021Revenue 2022: $1,938,888Expenses 2022: $1,904,649Net Income 2022: $34,2392022Revenue 2023: $1,966,457Expenses 2023: $2,524,071Net Income 2023: -$557,6142023Revenue 2024: $2,065,609Expenses 2024: $2,078,588Net Income 2024: -$12,9792024Revenue 2025: $4,231,871Expenses 2025: $2,288,857Net Income 2025: $1,943,0142025

Highlighted filing

2018

Revenue$2,215,629
Expenses$2,463,729
Net Income-$248,100
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Apr 2, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREAS LEEPresident & Secretary-$0--
DAVID ANDREASV.P. & Treas-$0--
CAYMAN CAMPBELLTrustee-$0--
JASON LEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
L & N Andreas Foundation
EIN
36-3382956
Phone
5073451233
Address
PO BOX 3584 ANDREAS OFFICE, MANKATO, MN 56002-3584

Signing Officer

Name
Andreas Lee
Title
President
Phone
5073451233
Signed
2019-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Dean Wuebker
Address
PO BOX 3584, MANKATO, MN 56002-3584
Preparer
Dean Wuebker
Phone
5073451233
Raw XML AppendixShowing 400 of 3,671 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3479983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALLEGIANT TRAVEL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN AIRLS GROUP INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ARCHER DANIELS MIDLAND COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AT&T INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BANK AMER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BAXTER INTERNATIONAL INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CANTERBURY PARK HOLDING CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CASTLIGHT HEALTH INCORPORATED CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CELGENE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CISCO SYSTEMS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CITIGROUP INCORPORATED COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CONSOLIDATED COMM HLDGS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DELTA AIR LINES INCORPORATED DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15INTEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16INTERNATIONAL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JPMORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MACYS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MICRON TECHNOLOGY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MYLAN N V SHS EURO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NORFOLK SOUTHERN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PROCTER AND GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25QUALCOMM INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SHIRE PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SIEMENS A G SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SPIRIT AIRLS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNILEVER PLC SPON ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNITED TECHNOLOGIES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VERIZON COMMUNICATIONS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VODAFONE GROUP PLC NEW SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ADVISOR'S ASSET MGMT AMERICAN RENAISSANCE PORTFOLIO - A CJL LLC PORTFOLIO,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FIRST TRUST RICHARD BERNSTEIN TS AM INDST REN 2017-3 TERM 07/12/2019 REINV F
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ASG MANAGED FUTURES STRATEGY FUND CLASS Y N/L - NATIXIS ADV.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUINOX CAMPBELL STRATEGY FUND CLASS I N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EQUINOX MUTUALHEDGE FUTURES STRATEGY FUND CLASS A M/F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WILLIAM BLAIR MACRO ALLOCATION FUND CLASS I N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FARMLAND PARTNERS INCORPORATED REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5HANNON ARMSTRONG SUST INFR CAP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ABERDEEN GLOBAL DYNAMIC DIVID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKROCK ENHANCED EQT DIV TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BLACKROCK ENHANCED GBL DIV TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BLACKROCK RES & COMM STRAT TR SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CAPITALA FIN CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GABELLI DIVD & INCOME TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GUGGENHEIM ENHNCD EQTY INCM FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES TR CORE S&P MCP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES TR CORE S&P500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES TR RUS MD CP GR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES TR S&P 500 GRWT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ISHARES TR S&P MC 400GR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ISHARES TR SP SMCP600VL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20LAZARD GLB TTL RET&INCM FD INCORPORATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21PCM FUND INCORPORATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22SPDR GOLD SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23SPDR S&P DIVIDEND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25AB SMALL CAP GROWTH FUND ADVISOR CLASS N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26BLACKROCK EMERGING MARKETS DIVIDEND FD INSTITUTIONAL N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27BLACKROCK LATIN AMERICA FUND INST CLASS N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28BLACKROCK LOW DURATION BOND PORT INSTITUTIONAL CLASS N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29COLUMBIA ACORN EMERGING MARKETS FUND INST CL N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30COLUMBIA ACORN FUND INST CL N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31COLUMBIA ACORN INTERNATIONAL FUND INST CL N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32COLUMBIA SELIGMAN COMM & INFORMATION FD INST CL N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33EATON VANCE ATLANTA CAPITAL SMID CAP FUND CLASS I N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34EATON VANCE SHORT DURATION GOVT INCOME FUND CLASS I N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35EATON VANCE WORLDWIDE HEALTH SCIENCES FUND CLASS I N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36FRANKLIN BIOTECHNOLOGY DISCOVERY FD ADVISOR CLASS N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37FRANKLIN GOLD & PRECIOUS METALS FUND ADVISOR CLASS N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39INVESCO BALANCED RISK ALLOCATION FUND CLASS Y N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40LOOMIS SAYLES GLOBAL ALLOCATION FUND CLASS Y N/L - NATIXIS ADVISOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41MFS GLOBAL EQUITY FUND CLASS I N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43OPPENHEIMER GLOBAL ALLOCATION FUND CLASS Y N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44OPPENHEIMER GOLD & SPECIAL MINERALS FUND CLASS Y N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45OPPENHEIMER INTERNATIONAL SMALL MID COMPANY FD CL Y N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46PIMCO ALL ASSET ALL AUTHORITY FUND CLASS I2 N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47PIMCO GLOBAL MULTI ASSET FUND CLASS I2 N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48PIMCO INCOME FUND CLASS I2 N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50PIMCO SHORT TERM FUND CLASS I2 N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51TEMPLETON EMERGING MARKETS SMALL CAP FD ADVISOR CLS N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52TEMPLETON FOREIGN FUND ADVISOR CLASS N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53TEMPLETON GLOBAL SMALLER COMPANIES FD ADVISOR CLASS N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54THORNBURG DEVELOPING WORLD FUND CLASS I N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55THORNBURG GLOBAL OPPORTUNITIES FUND CLASS I N/L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56THORNBURG LIMITED TERM INCOME FUND CLASS I N/L
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt55409039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56478590

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,956,392
Liabilities
-$18,854
Net assets
$30,975,246
Revenue
$2,215,629
Expenses
$2,463,729
Net income
-$248,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.8$0.14$34.6$4.23$2.29$1.94
2024Detailed filing. Detailed filing data is available for this year.$32.7$0.05$32.7$2.07$2.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$32.7$0.01$32.7$1.97$2.52$0.56
2022Detailed filing. Detailed filing data is available for this year.$33.3$0.01$33.2$1.94$1.90$0.03
2021Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$2.58$2.42$0.16
2020Detailed filing. Detailed filing data is available for this year.$33.1$0.04$33.1$2.54$2.61$0.07
2019Detailed filing. Detailed filing data is available for this year.$33.1$0.01$33.1$3.85$4.28$0.43
2018Detailed filing. Detailed filing data is available for this year.$31.0$0.02$31.0$2.22$2.46$0.25
2017Detailed filing. Detailed filing data is available for this year.$31.2$0.02$31.2$2.22$2.68$0.46
2016Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$2.67$2.65$0.02
2015Detailed filing. Detailed filing data is available for this year.$31.7$0.02$31.7$1.67$2.31$0.64
2014Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$2.16$1.77$0.38
2013Detailed filing. Detailed filing data is available for this year.$31.9$0.02$31.9$2.09
2011Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$2.18
2010Detailed filing. Detailed filing data is available for this year.$30.5$0.02$30.5$2.42